Financial Services and Resources

Selecting a Financial Advisor is an important decision.  Nichols Wealth Management was established with an ideal blend of expertise and personal service in mind.  A complete financial plan should include consideration of your lifestyle, your goals, and your anticipated needs.  From asset management to generational planning, we ensure your assets work for you and your family.

Retirement Planning

How much do you need to have saved in your retirement accounts, investment accounts and bank accounts to live comfortably in retirement? Will the income generated by the sum of your assets be enough to live comfortably in retirement? Let us help you by utilizing our premier financial analysis tool, WealthVision. We begin with the end in mind. Working with you to project your possible income needs in retirement, we develop a retirement plan to help you accumulate the assets needed to generate the income that you’ll need in the future. Once a plan of action is agreed upon, we implement investment strategies, monitor performance and meet with you regularly to make sure that you are on track.

Small Business Planning

The demands of running a small business are many; we offer trusted financial guidance that can free you to attend to the things that matter most – like managing your business.

An effective plan should address every stage of your business’ life cycle- from opening your doors to building your business to transitioning your company when you’re ready to retire. We can help you develop a plan that suits the unique needs of your business.

As your company’s goals, resources and challenges evolve over time, we will offer guidance and important insights into managing cash flow, attracting investment capital, designing retirement plans, reviewing employee benefits and evaluating insurance coverage.

Lifestyle Planning

You may spend upwards of 45 years working to support your lifestyle, provide for your family and set aside money for your retirement. Make sure your money works as hard as you do.

You have many choices for how you invest your savings – but with thousands of products and services, how do you know which ones will work the hardest to meet your needs? Take time to come in and discuss your future. We can evaluate your current plan and pinpoint any areas for improvement by considering these and other aspects of your plan:

  •  Investment Portfolio
  •  Life Events
  •  Tax Strategies

We work for you with your best interests in mind. We can offer objective advice and thoughtful decisions to ensure that your money works as hard as you do.

College Planning

Studies show that a higher education leads to a better quality of life. There is no question that giving your child a college education is a significant gift. But will you be able to afford it? The answer: with objective guidance and a comprehensive investment plan.

If you invest some time discussing your education needs with us, we can:

  •  Put you on track to save enough for one or more college educations
  • Evaluate different savings plans and their tax benefits to determine which is best for your needs
  •  Research and select investments that will address your tuition goals and time horizon.

Our investment guidance is tailored to help you pursue your goals – both now and in the future.

Insurance Planning

We specialize in developing innovative life insurance strategies to help individuals protect their families and loved ones while pursuing their long-term goals. We can evaluate your current coverage to make sure it fully addresses your current circumstances. If changes are needed, we can provide thoughtful, unbiased guidance and access to a broad range of quality products, including term life, universal life, variable universal life and whole life insurance policies.

Life insurance should be an important part of every family’s financial plan, and should be a part of your annual financial review. Make sure that your insurance coverage still fits your life.

Our Office Location

107 N Goliad St #102, Rockwall, TX 75087

Nichols Wealth Management

Our office is located at 107 N Goliad St #102 Rockwall, TX 75087.

Tim and wife Heather, sailing away with friends.

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The LPL Registered Representative associated with this website may discuss or transact securities business only with residents of Texas.

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